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FediPilotBookkeeping & accounting

Bank statement to financial reports

In one run, FediPilot turns a bank statement or CSV into transactions, imports them to MYLEDGER, reconciles and produces financial reports for your review.

More in Bookkeeping & accounting Search all features

The problem it solves

Going from a bank statement to financial reports involves many manual steps.

How it works

  1. Provide the bank statement or CSV.
  2. FediPilot imports and reconciles in MYLEDGER.
  3. Review the financial reports it produces.

What your practice gets

  • One run end to end.
  • Ledger in MYLEDGER.
  • Your review.

Watch it in the product

Short recordings of bank statement to financial reports in use.

A trading company, from bank statements to the ledger and the return

Recorded with a fictional client. Nothing was sent or lodged.

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A property trust with a commercial unit and a house, from bank statements to the ledger and the return

Recorded with a fictional client. Nothing was sent or lodged.

Open the video page

Questions accountants ask

Is the result final?

No. It is for your review.

Where is the ledger?

In MYLEDGER.

Which inputs?

Bank statements and CSVs.

Features that work alongside bank statement to financial reports.

Workpaper agrees to the ledger

Compare the workpaper with the ledger and check that totals and attributions agree before sign-off.

Video

Crypto capital gains

Normalise crypto exchange CSVs, match transfers and calculate crypto capital gains into the workpaper.

Video

MYLEDGER data in chat

Reach ledger transactions, GST and BAS information in MYLEDGER from the FediPilot chat.

Video

MYLEDGER reports as files

Get the trial balance and MYLEDGER's own reports as files from the chat.

Confirm-then-apply ledger changes

Risky ledger changes, such as locking a period, deleting transactions, asset disposals, journal changes and ledger set-up, are previewed and confirmed before they apply.

BAS packages and practice BAS worklist

Build BAS packages, a practice-wide BAS worklist in Excel, working books and BAS summaries from coded transactions.

Video

See it working in your practice.

Once your 14-day trial has started, you can download FediPilot for Windows from your Fedix dashboard and sign in with your Fedix account. FediPilot runs on your own ChatGPT or Claude account, which Fedix does not supply. Training sessions are included and can be booked at any time; they are not a precondition.

14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.

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